Create an Exhibitor Profile

This tutorial explains how to create an exhibitor profile for a customer in the Toddoo CRM. Creating an exhibitor profile links the customer to a specific event, enabling exhibitor-related configurations and booth assignments. You’ll access CRM, open the customer record, enter exhibitor details, and save the profile.

Estimated time: 3–5 minutes

Tip: Enable Focus on event to ensure the exhibitor profile is linked to the correct event.

Step-by-Step Quick Guide

1. Open the Organiser Portal and go to CRM.

2. Search for and select the target customer.

3. Open the Exhibitor Profile tab in the customer record.

4. If needed, enable Focus on event to link the profile to a specific event.

5. Enter exhibitor details such as company name, contact information, or booth preferences.

6. Click Save to create and store the exhibitor profile.

7. Verify the profile appears under the customer’s CRM view.

Common Mistakes & Fixes

No event selected → Enable Focus on event to ensure the profile links to the correct event.

Profile not saved → Always click Save after entering exhibitor details.

Missing permissions → Request CRM access if you can’t see or edit exhibitor profiles.

Wrong event context → Double-check the active event before creating or editing the profile.

FAQ

Q: Where can I find the Exhibitor Profile section?

A: In CRM, under the customer’s profile header.

Q: Can I link the profile to an event?

A: Yes. Enable Focus on event to connect it to the selected event.

Q: Who can create an exhibitor profile?

A: Only users with CRM permissions can create or edit profiles.

Q: How do I edit an exhibitor profile?

A: Reopen the Exhibitor Profile tab, make your changes, and click Save.